Steven joins the team as a Financial Planner
FREDERICK, Md., Sept. 7, 2022 /PRNewswire-PRWeb/ — RS Will Wealth Management proudly announces the addition of Steven W. Wilson, CFP®, CRPC®, to their growing team.
The addition of Steven grants RS Will Wealth to further its mission of offering unparalleled, personalized financial planning advice to individuals, families, businesses, and non-profit entities throughout the United States.
Steven joins the firm as a Financial Planner after spending 8 years between UBS and Charles Schwab in New York. In his most recent role as Branch Manager, Steven coached and provided practice management guidance to financial consultants within his region’s flagship branch.
Steve is a Certified Financial Planner® professional, holds the Chartered Retirement Planning Counselor® designation, and is a graduate of McDaniel College in Westminster, MD.
Originally from New Jersey, Steven now resides in Frederick with his wife, Annie, and their dog, Pal.
Mark Mayer, Wealth Management Advisor, of RS Will Wealth Management, states “We are thrilled to welcome Steven to our growing team. His extensive experience and industry knowledge makes him an ideal fit for our team.”
RS Will Wealth Management is an independent financial firm based in Frederick, Maryland. Its team of financial professionals offers an unwavering commitment and interactive approach to financial planning when you need it most.
2022 Ascend Award for Innovation – awarded by Kestra Financial
2022 Best Financial Planning Firm Finalist – awarded by Frederick Magazine
2021 Best Financial Planning Firm – awarded by Frederick News Post
Pamela Francis, Associate – Client Relations, RS Will Wealth Management, 301.360.4477, firstname.lastname@example.org
SOURCE RS Will Wealth Management